Mergers & Acquisitions

Why are CPA firm mergers and acquisitions growing?

CPA firm owners are aging. There’s a lagging infusion of new talent, and that talent may have different priorities than founders or longtime partners. Smaller and mid-sized firms are joining forces to ensure client satisfaction and overall growth.

   Accounting Today Reports: CPA firm
mergers & acquisitions have grown each year for the past decade.
And that’s especially true across the Delaware Valley, DelMarVa, and broader Mid-Atlantic regions.

Time and again, Optimum Strategies has been called on to help firms work through these important transitions. We delve into marketplace conditions, make assessments, and offer strategic insight into deal structure and terms. We facilitate negotiations with the parties you’ve selected, or assist in finding the right party for you.
We develop effective solutions for:
  • Expansion through merger/acquisition
  • Succession to facilitate the retirement or other transition of owners
  • Internal succession strategies

Our customized model includes:

  • Structuring M&A transactions
  • Prioritizing needs and objectives
  • Evaluating marketplace options and solutions
  • Facilitating strategic introductions
  • Providing internal and external support as a liaison to the professionals involved
  • Counseling on valuation and due diligence
  • Developing post-transaction business and transition plans to maximize retention of clients and staff


Watch Video: The Next Two Years

Successful transitions are the result of thorough planning.

  Optimum Strategies guides firms through the planning, prioritization, negotiation and integration stages of the M&A process.